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Managing Expiration Dates: Global and Consultation-Level Control
Managing Expiration Dates: Global and Consultation-Level Control

How to change expiration dates in the office and on a proposal

Ben avatar
Written by Ben
Updated over a week ago

Control the timeframe during which your consultations expire, both globally and on a consultation-specific basis.

Setting a Global Consultation Expiration Date

To set up your consultation expiration date, head to the Office β†’ Settings β†’ My Company. Click on the tab called Global Expiration Date:

Here is where you can set up your consultation expiration date. The changes made will only impact the expiration date of consultations that are presented after the modifications have been saved.

Control the Expiration Date at the Consultation Level

You also have the capability to modify the expiration date of individual consultations while creating a proposal. This empowers you to adjust the expiration date in response to any distributor price increases, or increase the sense of urgency by setting a deadline for your customers to accept the proposal.

As you are building a consultation, navigate to the Summary tab. Here, you will find the consultation's expiration date, which is based on the global expiration date configured in the office settings. To modify this date, simply click on the calendar icon and select your desired expiration date:

What happens if a consumer clicks on an expired consultation?

If the proposal has expired, the consumer will encounter a message displaying both the company and consultant information, providing them with contact details should they wish to make a call.

Additionally, when a consumer clicks on an expired consultation, the consultant who presented that consultation will receive an email notification, alerting them to the consumer's attempt to access the expired consultation.

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